The next concept that we are going to discuss about is using process builder to send out email alerts
so when they say email alerts we can give you any number of examples when we use those email alerts
feature.
Say for example we send that reminder emails to record owners in many scenarios.
Or rather we send notification emails like when an opportunity is closed.
Or like sending old reminder emails to complete some task of sending old reminders to notify managers
then the deal amount is very high or very low.
Like you know you can give young number of examples where the users email alerts feature in other business
use case.
I've considered a simple straightforward one to send out welcome email.
Do you use us so whenever a new user gets created in the system a welcome email is to be automatically
sent to them.
Ask them blessed that and that will be configuring a process.
Does all this business use case but other ways in realtime.
Though we have email alerts.
Yes but majority of the time this email alert action is clubbed with other actions.
We'll have a different Duffield update auto create a car update a guard on a file and then cluttered
with this email alert generally.
But yes still you can use it.
Now let's try to create a process to solve this business at a glad
let's create a new process
fill in the details give a more meaningful description and save the effect.
Now let's define the object here it is a user object.
And that this process should get triggered only when the user is created.
Basically when a new user gets created in this system.
So let me choose the first option safe and then let's add the criteria the criteria if there are any
additional criteria we can use that.
But let me have the criteria simple.
Let me say that if the user is active fill in the criteria.
Name and also see
sorry
the active field and that should equals two.
So whenever the creator to use it as active in that scenario
let's create Daniel action and the action type of email alerts.
We know that our different type of action types in the previous sessions would be to create a record
update record no email alert so I'll give the action name
and for using email alerts we should have already created an email alert in the system so one of those
email alerts that we already have created in the system only those will be able to use it here.
For creating email alerts go to set up email alert
and here or you should have all the email alerts that you have.
If you do not have any create a new email alert and while you create to creating a new email alert.
It would ask for the object and also for the template so already have a template ready.
So once you are done creating that template you can use that template to create an email alert.
And once you are done creating an email alert you can use this email alert in your process.
So far this is a business requirement I've already created an email alert.
You can see here welcome e-mail to new users.
Now I'm going to use that email alert in my process.
So welcome email to new users see.
Perfect.
So all that action is defined.
So once we are done with the configuration activate the process
affect our process is activated.
Now the best way out.
Let's create a new user.
And then you can see if you are getting the email alert.
So this is a pretty simple and straightforward requirement but I still wanted to show you this so that
we can understand about the different action types that we have in process builder.